The Expense Report Form

The Expense Report form is a wizard application where each section of the form becomes available as another is completed. When all sections are completed, the Submit function becomes available, and the form is run through a series of validations prior to Workflow routing it to the next person designated in the approval process.

Sections of the Expense Report Form

Upon creating a new expense report form, you are first required to enter the purpose, location, and default charge information. After the form is initialized, the following sections display for completion:

  • Header Area — This area displays information you just completed on the Purpose tab and other information that is automatically generated.
  • Record Expenses — Use this section to record the expenses incurred.
  • Supporting Schedules — Use this section to view and complete workflow tasks, charge distributions, voucher distributions, and revisions.
  • Workflow Status — Use this section to complete tasks associated with the expense report.

Related topics:

  • Display the Expense Report Form
    The Expense Report form is located in the Expense module.
  • Header Area of the Expense Report Form
    The header area of the expense report contains information that was automatically generated when you created the expense report, as well as information entered on the Purpose tab during the creation process.
  • Background Section
    Use the Background section of the Expense Report to enter background information such as expense report type, location where the expense was incurred, and charge allocation for the expense.
  • Claimed Expenses Section
    The system helps you in processing claimed expenses for reimbursement.
  • Supporting Schedules Section
    Use the Supporting Schedules section of the Expense Report form to view and complete workflow tasks, charge distributions, voucher distributions, and revisions.
  • Workflow Status Section
    The tasks for the expense report as well as the required attachments are displayed in the system.
Parent Topic: Record Expenses